How many shares of VLO does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 229,679 shares of VLO (VALERO ENERGY CORP).

What is EP Wealth Advisors, LLC's VLO position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's VLO position is worth $59.8M.

In 2026-Q2, EP Wealth Advisors, LLC increased their VLO position (+2.3% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in VLO in 2018-Q4. They have held the position across 30 quarters.

Position history for EP Wealth Advisors, LLC's holdings in VALERO ENERGY CORP

Current Value

$59.8M

Current Shares

229,679

Total Value Change

+$59M

Total Shares Change

+218,489

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	229,679	+2.3%	$59.8M	0.2%	$259.44	36
2026-Q1	Decreased	224,571	-0.7%	$55.5M	0.3%	$217.71	0
2025-Q4	Increased	226,213	+11.4%	$36.8M	0.2%	$163.86	39
2025-Q2	Increased	203,092	+5.2%	$27.3M	0.2%	$131.95	36
2025-Q1	Increased	193,087	+3.8%	$25.5M	0.2%	$127.73	36
2024-Q4	Increased	186,085	+2.4%	$22.8M	0.2%	$115.23	35
2024-Q3	Increased	181,720	+5.9%	$24.5M	0.2%	$130.03	36
2024-Q2	Decreased	171,523	-1.4%	$26.9M	0.3%	$148.92	0
2024-Q1	Decreased	174,036	-45.9%	$29.7M	0.3%	$161.04	0
2023-Q4	Increased	321,801	+1.2%	$41.8M	0.5%	$121.72	41
2023-Q3	Increased	318,039	+67.7%	$45.1M	0.7%	$131.62	61
2023-Q2	Decreased	189,641	-87.1%	$37.5M	0.5%	$107.45	0
2023-Q1	Increased	1.5M	+360.5%	$108.3M	1.9%	$125.10	76
2022-Q4	Decreased	319,306	-5.8%	$40.5M	0.7%	$114.98	0
2022-Q3	Decreased	339,027	-4.2%	$36.2M	0.8%	$96.52	0
2022-Q2	Decreased	353,928	-8.5%	$37.6M	0.8%	$97.12	0
2022-Q1	Increased	386,709	+1.3%	$39.3M	0.9%	$88.95	41
2021-Q4	Increased	381,732	+3.9%	$28.7M	0.7%	$65.16	42
2021-Q3	Increased	367,439	+12.2%	$25.9M	0.7%	$60.45	45
2021-Q2	Increased	327,359	+3.7%	$25.6M	0.7%	$65.52	42
2021-Q1	Increased	315,811	+6.2%	$22.6M	0.7%	$60.37	43
2020-Q4	Increased	297,426	+13.1%	$16.8M	0.6%	$46.98	45
2020-Q3	Increased	262,928	+16.7%	$11.4M	0.5%	$35.33	39
2020-Q2	Increased	225,299	+63.8%	$13.3M	0.6%	$45.54	57
2020-Q1	Increased	137,580	+1594.5%	$6.2M	0.3%	$37.15	52
2019-Q4	Decreased	8,119	-13.8%	$760,000	0.0%	$72.27	0
2019-Q3	Decreased	9,423	-12.4%	$803,000	0.0%	$65.11	0
2019-Q2	New	10,754	-	$921,000	0.1%	$65.29	35
2019-Q1	Exited	0	-100.0%	$0	0.0%	$63.98	0
2018-Q4	New	11,190	-	$839,000	0.1%	$54.82	34